Add a description when edits are made
Posted: Sun Dec 22, 2024 6:10 am
Hopefully, this is a best practice you already do when creating and editing a Pardot Engagement Studio, but every time you save the dashboard, it is really important to enter a brief description in the Version History field. This will help you remember what changes have been made to the dashboard.
10. Enable Open Salesforce Records in New Browser Tabs’
Whilst this feature isn’t just for custom dashboards (the setting list phone number in cambodia applies to dashboards in the Analytics Studio and dashboards embedded in Salesforce pages), I highly recommend enabling it if you haven’t already. It allows the viewer of the dashboard to select a Salesforce record action in the dashboard and opens the record in a new Lightning tab.
With all of these best practices in mind, you can go ahead and set up your custom B2B MA analytics dashboards! If you have questions along the way or need some support with planning your dashboards, we offer personalised and proactive Salesforce consulting.
This blog was written before Pardot was renamed to Marketing Cloud Account Engagement. You can read more about the name change and what it means here.
From assisting clients over the past year with their Tableau CRM Analytics Studio, I’ve seen the Prospect and Activity Dataset prove time and time again to be the key dataset in helping report on which content influences specific prospects in their journey. This is because it displays prospect demographics and engagement metrics together.
If you have already set up your Analytics Studio B2B Marketing Analytics (B2BMA) app, you may have noticed the dataset called Prospect and Activity’. However, this depends on your edition. This B2B Marketing Analytics dataset is only available in Pardot Plus, Advanced, and Premium Editions. It is available for an extra cost in Pardot Pro and Ultimate Editions.
During configuration of the B2B MA App, alongside additional optional features, we have the option to include this dataset to display up to three years of engagement history information and create custom reports based on this dataset in your B2B MA App.
10. Enable Open Salesforce Records in New Browser Tabs’
Whilst this feature isn’t just for custom dashboards (the setting list phone number in cambodia applies to dashboards in the Analytics Studio and dashboards embedded in Salesforce pages), I highly recommend enabling it if you haven’t already. It allows the viewer of the dashboard to select a Salesforce record action in the dashboard and opens the record in a new Lightning tab.
With all of these best practices in mind, you can go ahead and set up your custom B2B MA analytics dashboards! If you have questions along the way or need some support with planning your dashboards, we offer personalised and proactive Salesforce consulting.
This blog was written before Pardot was renamed to Marketing Cloud Account Engagement. You can read more about the name change and what it means here.
From assisting clients over the past year with their Tableau CRM Analytics Studio, I’ve seen the Prospect and Activity Dataset prove time and time again to be the key dataset in helping report on which content influences specific prospects in their journey. This is because it displays prospect demographics and engagement metrics together.
If you have already set up your Analytics Studio B2B Marketing Analytics (B2BMA) app, you may have noticed the dataset called Prospect and Activity’. However, this depends on your edition. This B2B Marketing Analytics dataset is only available in Pardot Plus, Advanced, and Premium Editions. It is available for an extra cost in Pardot Pro and Ultimate Editions.
During configuration of the B2B MA App, alongside additional optional features, we have the option to include this dataset to display up to three years of engagement history information and create custom reports based on this dataset in your B2B MA App.